EduBridge

Certification Program in Banking and Finance - Operations and Sales

Kickstart your career in banking with the core functions that power the industry and gain the skills employers look for – from back-office efficiency to frontline customer engagement!
Blended
187   Hours
Learn at the Academy
Free

About the Program

This course turns curious learners into job-ready banking pros. You’ll learn how frontline sales, branch operations, and risk/compliance fit together—then practice the exact workflows banks expect on day one.

 

Here’s what you’ll get:

  • Core foundations: Banking basics across deposits, payments, accounts, loans, and third-party products; how retail, corporate, and digital banking connect.
  • Hands-on operations: Account opening end-to-end (KYC/CIP), service requests, cash/cheque handling, reconciliations, and error-free documentation.
  • Sales that Serve: Prospecting, needs-based pitching, objection handling, cross-sell/upsell ethics, and portfolio hygiene (dormant/reactivation, NPS, retention).
  • Trade & Business Banking Exposure: The essentials—LCs, bills, working capital terms, and how branches support MSMEs and corporates.
  • Digital Banking Workflows: UPI/IMPS/NEFT/RTGS journeys, mobile and internet banking support, and resolving customer pain points fast.

 

This course will,

  • Craft graduates aiming to build careers in banking and financial services with a focus on customer-centricity, ethical practices, and sustainable growth.
  • Cover retail and corporate banking, KYC & AML, digital banking, wealth management, trade finance, and investment banking.
  • Have structured testing at every stage: Entry-Level (ELAT), Mid-Level (MLAT), and Exit-Level (ExLAT).
  • Have real-time role plays, mock interviews, and case studies to simulate actual job environments.
  • Have Resume building and personalized interview coaching.

We hope that you will gain the required knowledge from this program and demonstrate the skills learnt.

All the best!

Course Highlights

71% of learners began careers in leading banks, NBFCs, and fintech firms
19% of participants received salary hikes or internal promotions
Gain practical exposure to real-world banking processes
Digital certificate of completion
Placement Assistance with EduBridge's Job Portal

Eligibility Criteria

Understanding a product's capabilities requires a comprehensive assessment of its features, functionality, flexibility & integration.

Education Criteria
Educational Qualification: Candidate should have scored at least 50% in their matriculation (10th), 12th & graduation
Age Limit: Between 18-28 years of age
Career Orientation: Candidates should be graduates from the 2024–2025 batch or final-year students who are willing to take up placement post training
Academic Gap: Learners should not have more than one year of gap between their 10th & Graduation
Documents required
Educational Proof: Certificate of completion for the highest relevant qualification (e.g., Graduation degree or mark sheet)
Identity Proof: Aadhaar Card (clear copies of both front and back sides) and PAN Card
Photograph: A recent passport-size photograph
Income Proof: Valid documentation (self declaration) supporting the claim that the annual family income is less than ₹8 lakh.
Infrastructure Requirements
Desktop/Laptop/Mobile
Internet connectivity/speed with 4 MBPS and above.

Expert Instruction

Prioritize Consistent Learning - every session builds on the previous one
Actively Participate in Instructor-Led Sessions - Clarify doubts immediately. Asking questions is a sign of active learning
Focus on Industry Application - Connect concepts with real-world banking processes like account handling, KYC, sales communication, and service operations
Build Your Employability from the Start - Begin working on your resume and LinkedIn profile early in the program
Track Your Progress and Take Ownership - Complete assessments and quizzes honestly as they are checkpoints to measure your learning

Specialization

Gain hands-on experience in essential back-office functions such as account opening, cheque processing, and loan application handling—crucial for operational roles in banks
Participate in live simulations that mirror real-world field sales situations, including customer objection handling. Engage in role-plays for KYC documentation and in-branch customer verification
Develop your understanding of creditworthiness assessment and related documentation—skills highly sought after in entry-level BFSI roles
Receive targeted guidance on professional client interaction standards, tailored for both field agents and in-branch banking associates
Step into the shoes of a junior banking analyst through mock exercises that simulate real-time decision-making, offering valuable hands-on learning experience

Uncover the top skills taught in our comprehensive course

Financial Literacy
Customer Relationship
Digital Banking Proficiency
Communications Skills
Negotiation Skills
Problem-Solving Ability
Time Management Skills
Organizational Skills
Analytical Skills
Attention to Detail

Job Opportunities Available For You

Banking Services – Customer Service Executive, Bank Teller/ Cashier, Corporate Banking Associate.
Banking Services – KYC Compliance Officer, Branch Operations Manager, Loan Processing Officer
Financial Services - Financial Risk Consultant, Financial Advisor, Credit Analyst, Treasury Analyst, Branch Relations Manager.
Fintech & Digital Banking – Relationship Executives, Risk Management Consultant.
Fintech & Digital Banking – Fintech Product Manager, Payment Solutions Analyst
Investment Banking & Wealth Management – Investment Operations Associate, Investment Banking Associate, Investment Banking Analyst, Portfolio Manager
Government & Regulatory Bodies (RBI, SEBI, IRDA, etc.) – Regulatory Compliance Officer, Monetary Policy Analyst, Financial Examiner

Multimedia Hub: Explore, Learn, Succeed

"Every picture tells a story, and every gallery holds a universe of moments"

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We are so proud of our learners who work in some
of the top companies in India.

Capgemini
Accenture
TCS
Hindustan Unilever
HDFC
PWE
Infosys
Google
Microsoft
ICICI Bank

Frequently Asked Questions

You are eligible for Placement assistance only if you enroll for Placement Linked Courses on the website and if you purchase the Dedicated Placement Manager services.

For any Course, you enroll at EduBridge, you need to have a proper Internet connection and a Mobile, PC or a Laptop. Do read Course specific requirements while you enroll and also our Policies and Terms & Conditions.

We are working hard to provide you this, but currently this facility is unavailable. We will keep you updated on the same.

Don't worry our online training videos are recorded and posted on Youtube. You can visit them later and continue learning.

Thank you for bringing this to our notice. We request you to connect with the Support Team by raising a Ticket from your Login Page via clicking the “Help” option.

Certificates of Completion can be accessed at www.edubridgeindia.com and the mobile site, but not through the mobile apps.

There is no limitation to enroll for any EON Courses. The only requirement is to plan your time and decide on any number of Courses you want to continue.

Assessments are visible to you in the 'My Courses' section. Your Trainer will activate this post completion of the sessions. Once the Assessments are activated, you will get a notification on your 'My Calendar' option about the same.

Click on to My Jobs Section on the Learner Portal and go to My Applications. Upon getting selected in an interview, you will see the option to "Upload your Offer Letter". You can upload our Offer Letter or any other document related to your job here.

• Visit our website - www.edubridgeindia.com → Go to Refer & Earn page → Click on the link and refer your friends to EduBridge by filling up the form. • Ask your friends to visit and enroll for the course of their choice at www.edubridgeindia.com (ensure that he/she is aware about the eligibility of the Course). • While enrolling, on Checkout Page, your friend must enter your 10 digit registered Mobile Number as a Referral Code. Please note, the mobile number is very important to track your referrals and for the calculation of the reward money. If they don’t use your referral code, you will not get any benefits. • Once your referred Learner is enrolled, you can claim your referral amount as per the eligibility criteria. • If you are eligible for the reward, the reward money will be deposited in your bank account within 15 working days.

The course duration is 1500 hours, with the training service period ending after 18 months, placement service ending 6 months after the training period completion, and deactivation of all access occurring in the 24th month.

There is no limitation to enroll for any number of Courses. You should plan your time and accordingly decide on the number of Courses.

As per EduBridge’s policy, only one attempt will be given to learners.

There is no mandatory attendance policy for the degree program. However, we recommend attending live sessions as you will get an opportunity to get your doubts resolved too.

You will be able to access all learning materials upon successful enrollment into a course. You may visit the "My Courses" section and click on the course you have enrolled into. The learning materials will be available here.

Please inform your Trainer immediately and get the issue resolved. Else, please feel free to raise a ticket using the Help Desk.

Please contact the Dedicated Placement Manager immediately and discuss the same with him/ her. If the issue is not yet resolved, you may raise a Ticket from your Login Page by clicking the "Help" section.

Go to registration, click on resend email confirmation.

When you are making an online transaction, it is very important to check all details listed about the Course/service. Read the terms and conditions. While purchasing the product, you have agreed that you are well-aware about the Course/service. Once you have enrolled, we do not have the option to undo your enrollment. We follow a No Refund - No Transfer Policy - No Exchange Policy.

The individual you have referred for the Course needs to apply the referral code at the time of enrollment for both of you to be eligible for referral benefits.

Knowledge Assessments are assessments that the learners have to appear for after each Module completion to check their knowledge of topics covered in that particular Module.

Below are the eligibility criteria points for placement:  Graduates/ Post Graduates from any stream with a minimum 50% of passing criteria  Learners must have fluency in communicating in the English language  Learners must have basic knowledge of Microsoft Excel

Ans: Learn at Academy is a mode of learning, for the students who meet particular criteria laid down for each academy. The mode of training delivery here is blended (Online Training + Classroom Training). We expect students to visit the nearest EduBridge centre to complete their classroom training.